Lead Opinion
delivered the opinion of the Court,
In this case, we resolve how courts of appeals are to conduct a factual sufficiency review when 1) a jury is permitted to award damages for elements that somewhat overlap, 2) the jury is instructed not to duplicate an award for any particular loss, and 3) the jury awards no damages or
Because the court of appeals in this case did not properly apply the standard of review set forth in Pool v. Ford Motor Co.,
I
This is the second time that this case has been before our Court. In our prior decision,
Ronald Jackson received a compound hunting bow manufactured by Golden Eagle Archery as a gift from his wife. When she presented it to him, he attempted to demonstrate how it is used. The bow went out of control, and the metal rod that separated the bow string from the cables struck Jackson in the eye. He bled profusely, required emergency treatment at one hospital, was transferred to another hospital for additional treatment, and spent ten days there. He suffered broken bones around the orbit of his eye, some loss of vision, a ruptured sinus, and a broken nose. Upon discharge he was instructed to limit activities to avoid straining or lifting. About a month later, he underwent surgery to repair the orbital fractures and other reconstructive surgery and was hospitalized an additional three days. Jackson was unable to work for about two months after the date of the accident with the bow. He returned to work thereafter, but has some permanent impairment to his eye and vision, and some disfigurement.
Jackson sued Golden Eagle, alleging that the bow was defectively designed and marketed. The jury failed to find a design defect, but found that Golden Eagle did not give adequate warnings of the product’s danger. A single damage question was submitted in which the jury was permitted to award damages in six separate categories. They awarded $25,393.10 for medical care, $2,500 for physical pain and mental anguish, $2,500 for “physical impairment of loss of vision,” $0 for “physical impairment other than the loss of vision,” $1,500 for disfigurement, and $4,600 for loss of earnings in the past.
The trial court rendered judgment on the verdict in favor of Jackson, and Jackson appealed. As we have already de
Golden Eagle filed a petition for review in our Court. We granted that petition to consider the proper standard to be applied in conducting a factual sufficiency review of a jury’s failure to award any damages for physical impairment.
II
Although this Court does not have jurisdiction to conduct a factual sufficiency review, we do have jurisdiction to determine whether a court of appeals has applied the correct standard in conducting a factual sufficiency review.
We held in Pool v. Ford Motor Co. that in order for this Court to conduct a meaningful review of whether a court of appeals has correctly applied the factual sufficiency standard, courts of appeals “should, in their opinions, detail the evidence relevant to the issue in consideration and clearly state why the jury’s finding is factually insufficient or is so against the great weight and preponderance as to be manifestly unjust; why it shocks the conscience; or clearly demonstrates bias.”
consider and weigh all of the evidence in the case and to set aside the verdict and remand the cause for a new trial, if it thus concludes that the verdict is so against the great weight and preponderance of the evidence as to be manifestly unjust — this, regardless of whether the record contains some “evidence of probative force” in support of the verdict. ... The evidence supporting the verdict is to be weighed along with the*762 other evidence in the case, including that which is contrary to the verdict.12
Before a court can properly conduct a factual sufficiency review, it must first have a clear understanding of the evidence that is pertinent to its inquiry. The starting point generally is the charge and instructions to the jury. In this case the jury was instructed and answered as follows:
What sum of money, if paid now in cash, would fairly and reasonably compensate Ronald Jackson for his damages, if any, that resulted from the injury in question?
Consider the elements of damages listed below and none other. Consider each element separately. Do not include damages for one element in any other element. Do not include interest on any amount of damages you find.
Do not reduce the amounts, if any, in your answers because of the negligence, if any, of Ronald Jackson.
Answer in dollars and cents for damages, if any, that were sustained in the past and that in reasonable probability will be sustained in the future, unless otherwise instructed.
Answer:
a. Medical care $25,393.10
b. Physical pata and mental anguish $ 2,500.00
c. Physical impairment of loss of vision $ 2,500.00
d. Physical impairment other than loss of vision $ 0
e. Disfigurement $ 1,500.00
f. Loss of earnings in the past $ 4,600.00
The only definition that was given regarding this question was a definition of “injury” that said: “‘Injury’ means damage or harm to the physical structure of the body and such diseases or infection as naturally result thereirom, or the incitement, acceleration, or aggravation of any disease, infirmity, or condition, previously or subsequently existing, by reason of such damage or harm.” “Physical impairment” was not defined, nor were any of the other listed categories of damages.
Jackson does not challenge the jury’s findings regarding medical care and loss of past earnings. The jury awarded the full amounts he requested in those categories. It is the non-economic damages that are at issue. The court of appeals addressed only the jury’s failure to award damages for “Physical impairment other than loss of vision.” The court of appeals concluded that the failure to award damages in this category was against the great weight and preponderance of the evidence because “Jackson sustained multiple fractures to his face; four of the seven bones that make up the orbit of the eye were fractured. ... [H]e sustained a ruptured sinus and a broken nose.... [H]e remained [in the hospital] for ten days.... Thirty-seven days elapsed from the date of the accident ... until the injuries to his face were repaired,” and he had headaches up until the time of trial.
Jackson’s arguments in this Court focus more directly on the “loss of enjoyment of life” he suffered while hospitalized and recuperating. Specifically, Jackson’s brief says:
The injury to [Jackson’s] orbital area, nose and sinuses resulted in his hospitalization for ten days immediately following the accident and then for another three days for surgery to repair the broken orbital bones, nose and ruptured sinus. These objective injuries did not allow [Jackson] to enjoy any of his normal life activities during the time of his*763 hospitalizations. Moreover, the pain medication prescribed for Jackson kept him “zombied out” most of the time between the first and second hospitalizations. The normal life activities impaired by these injuries include enjoyment of home life activity with family, socializing with friends such as he was doing when he was injured, enjoying the bow which he had looked forward to having and the bow hunting season which he was wanting to do and had brought on the desire for the bow in the first place_The disability of [Jackson] was obvious form [sic] the injuries themselves and did not require Jackson to produce evidence to show the tasks that he could not do during the periods of his hospitalizations and the time in between the hospital stays.... A person that is hospitalized with traumatic injuries cannot engage (at least for the time of hospitalization) in his or her normal life activities outside of work and consequently suffers loss of physical impairment [sic].14
In reviewing the record evidence, the court of appeals generally focused on physical injuries while Jackson focuses on what are sometimes called “hedonic damages.”
Ill
When someone suffers personal injuries, the damages fall within two broad categories — economic and non-economic damages. Traditionally, economic damages are those that compensate an injured party for lost wages, lost earning capacity, and medical expenses. Non-economic damages include compensation for pain, suffering, mental anguish, and disfigurement. “Hedonic” damages are another type of non-economic damages and compensate for loss of enjoyment of life.
This Court has never considered the historical origins of the term “physical impairment” or its parameters in any detail.
The only guidance our Court has given since our early decisions was in Estrada v. Dillon,
The courts of appeals have recognized that physical impairment can encompass economic as well as non-economic damages.
The genesis of this definition of “physical impairment” is not entirely clear. And the courts of appeals have not been entirely congruent in applying that term to particular facts. Most of the Texas cases that have addressed physical impairment have concluded either explicitly or implicitly that the injury must be permanent and affect physical activities.
The courts of appeals are in far greater disagreement, however, on whether “physical impairment” encompasses hedonic damages, that is, the “loss of enjoyment of life.” There are three possibilities. Loss of enjoyment of life could be encompassed entirely by “physical impairment,” not encompassed in that term at all, or spill across physical impairment as well as other categories of damage. Other than this Court’s early, tangential ruminations in International & G.N. Railway Co. v. Butcher.,
A very early court of appeals’ decision, Locke v. International & G.N. R. Co., indicated there could be no recovery for loss of enjoyment of life.
Subsequently, a court of appeals recognized that the inability to have a normal life is compensable. In Dr. Pepper Bot
To illustrate, a man might lose his leg; that would be a bodily impairment. In connection with the loss of the leg, he might suffer at the same time pain and anguish. The wound might heal and the pain and anguish disappear, but the bodily impairment, to wit, the loss of the leg, would remain. The evidence [in Dr. Pepper ] supports the element of bodily impairment. Her bladder is permanently injured. She will not be able to bear children. Her injuries are permanent.41
Under this reasoning, recovery for loss of a member could include the mental anguish for the loss of bodily functions, separate and apart from the pain and anguish experienced during recuperation, and could also include the loss of the ability to have, nurture, and enjoy children.
Other Texas courts of appeals’ opinions that have considered loss of enjoyment of life have agreed on at least two things. First, a factfinder should be free to compensate an injured party who is physically impaired to the extent that party may no longer engage in or enjoy activities that he or she was able to do before the injury. Second, Texas courts of appeals have uniformly held that loss of enjoyment of life is not a separate category of damage,
The divergence of views is understandable. Courts across the country have struggled with whether loss of enjoyment of life is compensable at all, and if so, whether it is part of pain and suffering, mental anguish, or physical impairment, or is a separate, independent category of damages.
The widely disparate views of courts in Texas and across the country lead us to conclude that in the case before us today, the court of appeals should not have applied the definition of “physical impairment” so frequently quoted by Texas courts of appeals in considering the factual sufficiency of the evidence.
The jury submission in this case comports with a practice suggested by some courts of appeals. Instead of defining damage categories for juries in such a way that they do not overlap, which we recognize may not be feasible for some damage elements, some courts of appeals have concluded that to avoid double awards of damages, particularly when physical impairment is submitted, juries should be directly instructed not to award overlapping damages.
In answering this special issue you shall not award any sum of money on any element if you have otherwise, under some other element, awarded a sum of money for the same loss, that is, do not compensate twice for the same loss, if any.56
This type of instruction informs the jury that it is not to make a duplicative award of damages. In this regard, we note that the trial court in the case before us today followed the State Bar of Texas Pattern Jury Charge to some extent,
Given that some of the categories of damages submitted to the jury in this case were not defined and therefore were not cleanly and clearly segregated from one another, the question, then, is how should the court of appeals review the factual sufficiency of the evidence supporting the jury’s award for physical impairment. It is to that question that we now turn.
IV
The charge in this case permitted the jury to award separate amounts of dam
In the case before us, the jury had six blanks to fill and was instructed not to award damages for the same element more than once. Unless the record demonstrates otherwise, an appellate court must presume that the jury followed these instructions.
The court of appeals should first consider what evidence is unique to “physical impairment other than loss of vision.” In this regard, the bone fractures, ruptured sinus, and broken nose sustained by Jackson are the typical type of physical injury for which a jury could reasonably compensate an injured party through an award for physical pain and mental anguish. Evidence of Jackson’s headaches could also logically fall either within “physical impairment other than loss of vision,” for which the jury awarded no damages, or within past and future physical pain and mental anguish, for which the jury did award damages.
The evidence regarding Jackson’s hospital confinements and his alleged loss of enjoyment of life for the two months he was recuperating present a more complex question. A number of decisions in other jurisdictions indicate that loss of enjoyment of life results from permanent rather than temporary injuries,
We are persuaded that in the proper case, when the evidence supports such a submission, loss of enjoyment of life fits best among the factors a factfinder may consider in assessing damages for physical impairment. Indeed, if other elements such as pain, suffering, mental anguish, and disfigurement are submitted, there is little left for which to compensate under the category of physical impairment other than loss of enjoyment of life. Accordingly, if “physical impairment” is defined for a jury, it would be appropriate to advise the jury that it may consider as a factor loss of enjoyment of life. But the jury should be instructed that the effect of any physical impairment must be substantial and extend beyond any pain, suffering, mental anguish, lost wages or diminished earning capacity and that a claimant should not be compensated more than once for the same elements of loss or injury.
If only one category of the jury’s award is challenged, and the award in that category is not against the great weight and preponderance of the evidence unique to it, the court’s inquiry should end there. A court should not consider losses or injuries for which the jury could have compensated the injured party under a different category unless a factual sufficiency challenge is made to all overlapping categories of damages. Otherwise, an injured party could receive an adequate award for all injuries and losses sustained when a jury chooses to compensate for injuries or losses in the categories of pain, suffering or mental anguish, rather than physical impairment, and the injured party would still get a new trial by challenging only the jury’s award under physical impairment.
In this case, Jackson has challenged the factual sufficiency of the jury’s failure to award larger damages in the categories of physical pain and mental anguish, physical impairment of loss of vision, and disfigurement, as well as the award of no damages for “physical impairment other than loss of vision.” The court of appeals should conduct a review of each of these categories, considering the evidence unique to each category. If, after considering evidence unique to a category, the court concludes that the jury’s failure to award larger damages for that category is against the great weight and preponderance of the evidence, it should then consider all the overlapping evidence, together -with the evidence unique to each other category to determine if the total amount awarded in the overlapping categories is factually sufficient. This takes into account all the evidence regarding damages in categories that overlap, but does not credit that evidence more than once in evaluating the amount awarded by the jury.
The necessary corollary to these principles is that in reviewing a challenge that an award for a category is excessive because there is factually insufficient evidence to support it, a court of appeals should consider all the evidence that bears on that category of damages, even if the evidence also relates to another category of damages. To do otherwise would mean that evidence that reasonably could have supported the jury’s award would not be considered, which would be improper. If more than one award in overlapping categories is challenged as excessive, the court
Golden Eagle contends that the court of appeals concluded that the jury was required to award damages for “physical impairment other than loss of vision” solely on the basis that there was objective evidence of physical injury. In this regard the court of appeals said that it found the decision in Robinson v. Minick
In keeping with the principles that a court may not substitute its judgment for that of the jury and that the jury is the sole judge of the weight and credibility of testimony, courts should not conclude that a jury’s failure to award any damages for physical impairment is against the great weight and preponderance of the evidence simply because there is objective evidence of an injury. The courts of appeals in Landacre v. Armstrong Building Maintenance Co.
Similarly, in Pilkington v. Kornell, the court of appeals concluded that when a jury is presented with conflicting evidence about the existence and severity of a physical injury and associated pain, the jury “could believe all or any part of the testi
In Monroe v. Grider,
To summarize the factual sufficiency standard of review that we adopt today, when only one category of damages is challenged on the basis that the award in that category was zero or was too low, a court should consider only whether the evidence unique to that category is so against the great weight and preponderance of the evidence as to be manifestly unjust, shock the conscience, or clearly demonstrate bias. When, as in this case, the jury’s failure to find greater damages in more than one overlapping category is challenged, the court of appeals should first determine if the evidence unique to each category is factually sufficient. If it is not, the court of appeals should then consider all the overlapping evidence, together with the evidence unique to each category, to determine if the total amount awarded in the overlapping categories is factually sufficient.
This standard of review gives due regard to a jury’s choice of whether and how to categorize and compensate for specific losses or injuries that could reasonably fall into more than one category of damages. It also advances the principles that a tort victim should be fully and fairly compensated, but that a double recovery should be avoided.
Additionally, in reviewing a jury’s failure to award any damages, courts of appeals should apply the principles articulated in Pool v. Ford Motor Co.
V
Finally, we consider Golden Eagle’s contention that the trial court erred in submitting both “physical impairment of loss of vision” and “physical impairment other than loss of vision” as separate items of damage. Golden Eagle argues that submitting these elements violated Texas Rule of Civil Procedure 277. We need not decide whether Golden Eagle preserved this complaint for appeal because we conclude that there was no reversible error in the submission.
Rule 277 provides that “[i]n all jury cases the court shall, whenever feasible, submit the cause upon broad-form questions.”
We reverse the judgment of the court of appeals and remand this case to that court for farther proceedings.
Notes
.
.
. Golden Eagle Archery, Inc. v. Jackson,
. Id. at 375.
. Id.
.
. Pool v. Ford Motor Co.,
. Pool,
. Jones v. Tarrant Util. Co.,
. Pool,
. Id.
.
.
. Ronald Jackson’s Brief on the Merits at 11-12, 13, 18 (record citations omitted).
. The purported origin of the term “Hedonic damages” is discussed in Loth v. Truck-A-Way Corp.,
. See Peek v. Equip. Serv. Co. of San Antonio,
. See Houston Transit Co. v. Felder,
.
.
.
. Id. at 561.
. Id. at 560.
. Estrada v. Dillon,
. Id. at 427.
. Estrada,
. Id. at 561.
. Id.
. See, e.g., Green v. Baldree,
. Blankenship v. Mirick,
.
. See Rosenboom Mach. & Tool, Inc. v. Machala,
. See, e.g., Schindler Elevator Corp. v. Anderson,
.
.
.
. Id.
.
. Id. at 501.
. Id.
. Id.
. Id.
. See, e.g., Mo. Pac. R.R. Co. v. Lane,
. Akers v. Kelley Co.,
.
.
.
.
.
. Schindler Elevator Corp. v. Anderson, 78 S.W.3d 392, 412 (Tex.App.-Houston [14th Dist.] 2001, judgm’t vacated).
. Santa Rosa Med. Ctr. v. Robinson,
. See generally Boan v. Blackwell,
. See, e.g., Green v. Baldree,
.
.See, e.g., Rosenboom Mach. & Tool, Inc. v. Machala,
.
. Id. at 608.
. Texas Pattern Jury Charges PJC 8.2 (2000 ed.).
. See, e.g., Thomas v. Oldham,
. See Price,
. Greater Houston Transp., Inc.,
. See Gillette Motor Transp. Co. v. Whitfield,
.Kan. City S. Ry. Co. v. Johnson,
. Smith v. City of Evanston,
.
. Berger v. Weber,
. Am. Nat’l Watermattress Corp. v. Manville,
.
.
.
.
.
.
.
.
. Id. at 231; see also Waltrip v. Bilbon Corp.,
.
. Id. at 819.
. Id. at 820.
.
. Tex.R. Civ. P. 277.
Concurrence Opinion
filed a concurring opinion,
If I were directed to conduct a factual sufficiency review of the evidence in this case under the standard the Court articulates today, I wouldn’t have a clue. The question this case presents is simple and straightforward: did the court of appeals follow the review standard we articulated in Pool v. Ford Motor Company,
In Pool v. Ford Motor Company, we said that courts of appeals should, when reversing on insufficiency grounds,
detail the evidence relevant to the issue in consideration and clearly state why the jury’s finding is factually insufficient or is so against the great weight and preponderance as to be manifestly unjust; why it shocks the conscience; or clearly demonstrates bias. Further, those courts, in their opinions, should state in what regard the contrary evidence greatly outweighs the evidence in support of the verdict.
Some courts of appeals, though, have applied a different rule when a jury finds
In this case, although the court of appeals recited the Pool standard, it actually conducted an evidentiary review that more closely resembles the “zero damages” rule. From the existence of the injury itself, which necessitated hospitalization and surgery, the court of appeals concluded that Jackson suffered compensable physical impairment other than loss of vision and that the jury’s finding to the contrary was so against the great weight and preponderance of the evidence as to be manifestly unjust. There are several problems with the court of appeals’ approach. First, the court began its analysis by examining the record for evidence against the jury’s finding, citing Jackson’s facial fractures, hospitalization and frequent headaches as some evidence of impairment other than loss of vision. It then failed to recite all of the evidence that supports the jury’s finding. Jackson himself testified that he recovered well from his eye injury, and that he received an excellent result from his surgery. There was evidence that Jackson’s headaches had lessened over time. At Jackson’s request, his doctor released him to return to work approximately two months after the injury, and he continued to work five days a week as he had before. Jackson was able to perform tasks around the home after his injury, and he continued to go hunting, although not as frequently. The court of appeals recounted some of this evidence, but failed to articulate in what regard the contrary evidence so greatly outweighed the evidence supporting the jury’s verdict as to shock the conscience or be manifestly unjust. See Pool,
More importantly, though, in order to recover, Jackson had to demonstrate that his physical impairment other than loss of vision produced a distinct loss that was substantial and should be compensated. See Estrada v. Dillon,
Rather than applying the relatively straightforward Pool standard, the Court wanders through the origins of physical impairment as a distinct damage element (something neither party felt compelled to discuss), ruminates on whether impairment damages should be awarded for other than permanent injuries (again, neither party raised the issue), and contemplates which damage element best encompasses the concept of hedonic damages (nary a word from the parties). Because the Court’s writing consists primarily of dicta, and the factual sufficiency review standard it “adopt[s] today” is confusing at best and completely unnecessary, I concur in the judgment only.
